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MEET THE TEAM

It's a people thing. Always has been.

The culture we’ve created is another thing that makes us different. We’ve built a vibrant working environment. Our team are all trusted to make decisions, manage their own time and work flexibly. We’re all engaged in our work and what we can achieve for our clients.

OPERATIONS

Stephen Jones

Chief Executive

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Rachel Kitching

Head of Proposition

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Carolyn Talkes-Nicholls

Compliance Manager

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Sarah Layzell

Head of People

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Melanie Campbell

Head of Marketing

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Jenna Michou

Strategic Assistant

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WEALTH PLANNERS

Jonathan Elsigood

Partner

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David Holmes

Head of Advisory

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Peter Brewill

Director

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Ben Waite

Director

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Ewan Rosie

Wealth Planner

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Tony Ross

Wealth Planner

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Marie Smith

Wealth Planner

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PARAPLANNERS

David Carroll

Paraplanner Manager

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Chetan Ravalia

Senior Paraplanner

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Heather Yates

Senior Paraplanner

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Phil Michou

Senior Paraplanner

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Freddie Winter

Paraplanner

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Sonal Amlani

Paraplanner

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Codie Smith

Associate Paraplanner

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Lara Marrs

Associate Paraplanner

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Victoria Waddell

Associate Paraplanner

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Edward Lewis-Smith

Associate

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TAX

Charndeep Bains

Tax Advisor

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Jack Carter

Tax Associate

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CLIENT SERVICES

Tracey Corbett

Client Services Manager

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Mark Binney

Senior Administrator

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Marc Patterson

Senior Administrator

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Tom Blanchard

Administrator

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Jenny Hall

Team Support

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